EZtransact update: Digital death benefit guarantee resets now available
Equitable® has enhanced EZtransact® to make Death Benefit Guarantee Reset requests easier and faster for advisors.
What's new
Advisors can now submit eligible Death Benefit Guarantee Reset requests directly through EZtransact for policies invested in:
• Equitable GIF Estate Class
Advisors can also see both the Market Value and Death Benefit Guarantee Value in the EZtransact transaction screen. Having this information in one place makes it easier to determine when a reset may be beneficial, without having to sign in to other systems.
This enhancement helps advisors:
• Find eligible contracts more easily
• See Market Value and Death Benefit Guarantee Value side by side
• Avoid switching between multiple platforms
• Spend less time on manual processes
• Submit requests through a simple digital workflow
• Receive automatic eligibility checks
• Respond more quickly to client needs
How it works
EZtransact checks each contract against the reset eligibility rules and displays those that qualify. Advisors can review eligible contracts, compare values, complete the request online, and submit it through EZtransact.
Once submitted, the request continues through the existing Unitrax processing workflow.
This enhancement is another step in Equitable's ongoing investment in digital tools that help advisors serve clients more efficiently.
Questions: Reach out to your Director, Investment Sales.
What's new
Advisors can now submit eligible Death Benefit Guarantee Reset requests directly through EZtransact for policies invested in:
• Equitable GIF Estate Class
• Equitable GIF Protection class
• Pivotal Select Estate Class
• Pivotal Select Protection Class
EZtransact automatically identifies contracts that qualify for a reset. This helps advisors quickly find eligible policies and reduces the need for manual checks.• Pivotal Select Estate Class
• Pivotal Select Protection Class
Advisors can also see both the Market Value and Death Benefit Guarantee Value in the EZtransact transaction screen. Having this information in one place makes it easier to determine when a reset may be beneficial, without having to sign in to other systems.
This enhancement helps advisors:
• Find eligible contracts more easily
• See Market Value and Death Benefit Guarantee Value side by side
• Avoid switching between multiple platforms
• Spend less time on manual processes
• Submit requests through a simple digital workflow
• Receive automatic eligibility checks
• Respond more quickly to client needs
EZtransact checks each contract against the reset eligibility rules and displays those that qualify. Advisors can review eligible contracts, compare values, complete the request online, and submit it through EZtransact.
Once submitted, the request continues through the existing Unitrax processing workflow.
This enhancement is another step in Equitable's ongoing investment in digital tools that help advisors serve clients more efficiently.
Questions: Reach out to your Director, Investment Sales.